Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Avista Corp (AVA)

398 + Investors. Track Smart Money conviction in AVA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — AVA

Based on 402 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added AVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
402 hedge funds hold AVA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

193 buying170 selling
Last quarter: 193 funds bought or added vs 170 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 45 → 37 → 63 → 49. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
249 out of 402 hedge funds have held AVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

77 → 45 → 37 → 63 → 49 new funds/Q
New funds entering each quarter: 45 → 37 → 63 → 49. A growing number of institutions are discovering AVA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 407 holders: 277 (68%) are 2+ year veterans, 41 entered 1–2 years ago, and 89 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
52 of 402 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AVA

In 2026 Q1, 193 hedge funds were net buyers of AVA (49 opened a new position, 144 added to an existing one), while 170 reduced or exited (125 trimmed, 45 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in AVA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 402.

Hedge Fund Ownership: AVA

How many hedge funds hold AVA — quarterly history vs. share price
Quarterly hedge fund ownership of AVA vs. share price

Market Analysis: AVA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Avista Corp (AVA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVA has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
AVA
-0.9%
XLU
-2.5%

AVA outperformed XLU by +1.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
AVA
-3.2%
XLU
+2.0%

Since the filing became public, AVA outperformed XLU by -5.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 1 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: AVA
398 + Investors

Track Smart Money conviction in AVA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 398 398 -
13F Shares 71M 71M -0.29%
Total Value $2.72B $2.73B -0.34%
New Positions 47 63 -16
Increased Positions 142 157 -15
Closed Positions 47 40 +7
Reduced Positions 124 111 +13
Total Calls 3 3 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.67 0.33 Bullish

Statistics: AVA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

398 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AVA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Longboard Asset Management, LP 3.82% 5,506 $221K
2 Bruce & Co., Inc. 2.31% 201,500 $8.1M
3 Nuance Investments, LLC 2.03% 363,217 $14.6M
4 Moody Aldrich Partners LLC 1.22% 169,211 $6.8M
5 Westwood Holdings Group Inc 0.74% 2,538,065 $101.9M
6 Sound Income Strategies, LLC 0.58% 294,142 $12.0M
7 Richards, Merrill & Peterson, INC. 0.49% 33,460 $1.3M
8 RWC Asset Management LLP 0.43% 255,371 $10.3M
9 Meiji Yasuda Asset Management Co Ltd. 0.41% 206,368 $8.3M
10 Aigen Investment Management, LP 0.35% 33,533 $1.3M
11 Grace & White Inc /Ny 0.34% 48,400 $1.9M
12 Edgestream Partners, L.P. 0.31% 237,641 $9.5M
13 Odyssean, LLC 0.28% 19,218 $771K
14 Kennedy Capital Management LLC 0.26% 301,363 $12.1M
15 Neo Ivy Capital Management 0.24% 22,754 $913K
16 Avant Financial Advisors LLC 0.23% 8,099 $325K
17 Gamco Investors, INC. Et Al 0.22% 549,732 $22.1M
18 Convergence Investment Partners, LLC 0.21% 32,077 $1.3M
19 CWA Asset Management Group, LLC 0.20% 148,202 $5.9M
20 Advisors Asset Management, Inc. 0.18% 276,701 $11.1M
21 Peregrine Capital Management LLC 0.18% 121,902 $4.9M
22 New Age Alpha Advisors, LLC 0.15% 82,050 $3.3M
23 denkapparat Operations GmbH 0.15% 8,850 $355K
24 Wbi Investments, LLC 0.14% 12,666 $508K
25 Martingale Asset Management L P 0.14% 137,747 $5.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Avista Corp (AVA)

What does the Smart Money Trend signal show for AVA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added AVA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AVA?

Slight buying edge — 53% buying: Last quarter: 193 funds bought or added vs 170 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AVA holders?

Strong quality — 35% AUM from major funds: 52 of 402 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AVA?

62% of holders stayed for 2+ years: 249 out of 402 hedge funds have held AVA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Avista Corp (AVA) following the 2026 Q1 hedge fund 13F filings?

As of today, AVA has moved -3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the XLU sector ETF — an outperformance of -5.2%. Since the quarter end (March 31, 2026), AVA has gained -0.9% vs -2.5% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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